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Introduction to some Basic Patterns and their Value
How to capture
Business Decisions
using DMN
Matteo Mortari
Principal Engineer
mmortari@redhat.com
Denis Gagne
CEO & CTO
dgagne@trisotech.com
Trisotech.com
Abstract
Businesses continuously make Business Decisions. Some of these decisions are strategic business
decisions, but a lot are operational business decisions taken every day within every transaction. With
the ever-increasing number of laws and regulations that may apply or regulate these operational
business decisions, business analysts are more often called upon to document/specify how these
business decisions are to be taken in order to provide transparency and to offer auditable traces of the
actual decisions taken. In this insightful session, we will introduce how business analysts can use
DMN to capture the requirements for operational business decisions, some of the recurring basic
patterns in modeling these business decisions and will even show how to transform these decision
models into actual executable business decision services.
INTRODUCTIONTOSOMEBASICPATTERNSANDTHEIRVALUE
Trisotech.com
Agenda
 Context: What is Decision Automation?
o Why is it important?
o Decision Management and the DMN standard
 Some DMN patterns
o Q&A
o Score
o Classification
o Ranking
 Conclusions and Resources
This session is intended to provide insights to Business Analysts
INTRODUCTIONTOSOMEBASICPATTERNSANDTHEIRVALUE
Why is this important?
Some Industry Analyst perspectives...
Cloud-native application development has become the
preferred model for crafting the innovative applications
required of digital transformation strategy. Modern
programming techniques now exploit shared-distributed cloud
architectures, portable container technology and discrete
microservices designed to quickly assemble logic, automate
processes and adapt
when needed.
— 451 Research, 2018
Source: https://www.pcmag.com/news/gartners-top-strategic-technology-trends-for-2021
Trisotech.com
Decision Management
and the DMN standard
Trisotech.com
What is DMN?
WHAT ISDECISION AUTOMATION?
● A standard for Decision Management from OMG
● A sibling and complementary standard to BPMN (processes) and
CMMN (case management)
● Standardizes decision automation from modelling to execution
Trisotech.com
DMN Crash Course
WHAT ISDECISION AUTOMATION?
Trisotech.com
DMN Crash Course
WHAT ISDECISION AUTOMATION?
Trisotech.com
A Standard Based Approach
 Decisions have direct business value
 Decisions are better units of reusability
 Decisions are more manageable than rules
 Decisions align perfectly with processes (and cases)
 Decisions align perfectly with metrics and analytics
DECISIONS NOT RULES
Trisotech.com
 Formal methodologies and best practices
o Availability of books, training, best practices
o Availability of trained professionals, cost reduction
 Tools to help with knowledge elicitation and modelling
o A common ground where IT and Business can meet and collaborate
 Scalable, cloud based, dynamic runtimes
o Means to draw results from the join effort
 Integrated BAM KPI monitoring and analysis for decision services
o Means to optimize and improve
Decision Management
APRACTITIONER’S PERSPECTIVE
DMN and other Standards
DMN with BPMN,CMMN, PMML
● CMMN: deals with “Cases”
○ Declarative, knowledge-intensive, weakly structured set of actions
○ Actions may start process fragments, and may invokes decisions
● BPMN: deals with “Business Processes”
○ Imperative, well structured, highly predictable workflows
○ May invokes decisions, and may invoke predictive models
● DMN: deals with “Decisions”
○ Declarative, well structured, side-effect free, decision evaluation
○ May invoke predictive analytic models
● PMML: deals with “Predictions”
○ Data driven, predictive analytic models
○ Given inputs, predicts outputs
Trisotech.com
Main Benefit
 The model is the decision documentation
 The model is the decision specification
 The model is the decision logic
 The model is the decision automation code
DMN
Trisotech.com
Some DMN Patterns
Trisotech.com
Some DMN Patterns
 Core Patterns
o Q&A
 Basic Patterns
o Scoring
o Classification/ Categorization
 Advanced Pattern
o Ranking/Ordered list
 Other Patterns
o Data Validation Patterns
o Time Series Patterns
• State Assessment (evaluation at a particular point in time)
• Gap Assessment (vs a particular goal)
HOWTOCAPTUREBUSINESSDECISIONSUSINGDMN
Trisotech.com
Q&A
A model which provides an answer to a question
(Not necessarily a multiple-choice question)
 This is the core DMN pattern as all DMN decisions provide an answer to a question.
o Each DMN decision has [optional] attributes question and allowedAnswers.
o The question attribute is meant to contain a natural language question that characterizes the
Decision such that the output of the decision is the answer to the question.
o The allowedAnswers attribute is meant to contain a natural language description of the
answers allowed for the question such as Yes/No, a list of allowed values, a range of numeric
values etc
COREPATTERNS
Trisotech.com
Q&A Example
HEALTHCARE
Trisotech.com
Q&A Example
FINANCE
Trisotech.com
Scoring
A model through which various variables are weighted and
result in a score. This score subsequently forms the basis
for a decision, categorization, ranking, or advice
 This pattern is a frequent pattern in DMN
 Often uses a Decision Table to capture the decision logic
BASICPATTERNS
Trisotech.com
Scoring
HEALTHCARE
Trisotech.com
Scoring
HEALTHCARE
…
Trisotech.com
Scoring
FINANCE
Trisotech.com
Scoring
FINANCE
Trisotech.com
Classification/Categorization
A model through which variables are recognized,
differentiated, classified to be better understood
 This pattern is most often used to verbalize classes
 This pattern may use the scoring pattern as an input
 Some definitions
o Classification: separating based on class labels
o Clustering: separating based similarities without class labels
o Categorization: subsuming classes (taxonomy)
o Segmentation: complete and disjunct categorization
BASICPATTERNS
Trisotech.com
Classification/Categorization
HEALTHCARE
Trisotech.com
Classification/Categorization
HEALTHCARE
Trisotech.com
Classification/Categorization
HEALTHCARE
Trisotech.com
Classification based on Scoring
HEALTHCARE
Trisotech.com
Classification based on Scoring
FINANCE
Trisotech.com
Ranking/Ordered list
A model through which the position, or rank, of each item in
a collection is determined
 This pattern is more complex
 This pattern requires iteration over a scored list
ADVANCEDPATTERN
Trisotech.com
Ranking/Ordered list
ADVANCEDPATTERN
Trisotech.com
Ranking/Ordered list
ADVANCEDPATTERN
DEMO: Patient discharge from surgical unit
A simplified example
See also http://hdl.handle.net/10589/150128
and Resources
Conclusions
Conclusion
• We provided a brief introduction to
Decision Management and DMN
• We introduced a series of DMN
patterns to capture knowledge
• We demoed interoperability between
tools (Red Hat – Trisotech)
Matteo Mortari
Principle Engineer
mmortari@redhat.com
Denis Gagne
CEO & CTO
dgagne@trisotech.com
Trisotech.com
Some DMN Books
RESOURCES
Trisotech.com
Industry Specific Communities using DMN
RESOURCES
https://www.mismo.org/ https://www.bpm-plus.org
Trisotech.com
General Communities about DMN
RESOURCES
https://dmcommunity.org
https://dmn-tck.github.io/tck/

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Introduction to some DMN patterns and their value

  • 1. Introduction to some Basic Patterns and their Value How to capture Business Decisions using DMN Matteo Mortari Principal Engineer mmortari@redhat.com Denis Gagne CEO & CTO dgagne@trisotech.com
  • 2. Trisotech.com Abstract Businesses continuously make Business Decisions. Some of these decisions are strategic business decisions, but a lot are operational business decisions taken every day within every transaction. With the ever-increasing number of laws and regulations that may apply or regulate these operational business decisions, business analysts are more often called upon to document/specify how these business decisions are to be taken in order to provide transparency and to offer auditable traces of the actual decisions taken. In this insightful session, we will introduce how business analysts can use DMN to capture the requirements for operational business decisions, some of the recurring basic patterns in modeling these business decisions and will even show how to transform these decision models into actual executable business decision services. INTRODUCTIONTOSOMEBASICPATTERNSANDTHEIRVALUE
  • 3. Trisotech.com Agenda  Context: What is Decision Automation? o Why is it important? o Decision Management and the DMN standard  Some DMN patterns o Q&A o Score o Classification o Ranking  Conclusions and Resources This session is intended to provide insights to Business Analysts INTRODUCTIONTOSOMEBASICPATTERNSANDTHEIRVALUE
  • 4. Why is this important? Some Industry Analyst perspectives...
  • 5. Cloud-native application development has become the preferred model for crafting the innovative applications required of digital transformation strategy. Modern programming techniques now exploit shared-distributed cloud architectures, portable container technology and discrete microservices designed to quickly assemble logic, automate processes and adapt when needed. — 451 Research, 2018
  • 8. Trisotech.com What is DMN? WHAT ISDECISION AUTOMATION? ● A standard for Decision Management from OMG ● A sibling and complementary standard to BPMN (processes) and CMMN (case management) ● Standardizes decision automation from modelling to execution
  • 9. Trisotech.com DMN Crash Course WHAT ISDECISION AUTOMATION?
  • 10. Trisotech.com DMN Crash Course WHAT ISDECISION AUTOMATION?
  • 11. Trisotech.com A Standard Based Approach  Decisions have direct business value  Decisions are better units of reusability  Decisions are more manageable than rules  Decisions align perfectly with processes (and cases)  Decisions align perfectly with metrics and analytics DECISIONS NOT RULES
  • 12. Trisotech.com  Formal methodologies and best practices o Availability of books, training, best practices o Availability of trained professionals, cost reduction  Tools to help with knowledge elicitation and modelling o A common ground where IT and Business can meet and collaborate  Scalable, cloud based, dynamic runtimes o Means to draw results from the join effort  Integrated BAM KPI monitoring and analysis for decision services o Means to optimize and improve Decision Management APRACTITIONER’S PERSPECTIVE
  • 13. DMN and other Standards DMN with BPMN,CMMN, PMML ● CMMN: deals with “Cases” ○ Declarative, knowledge-intensive, weakly structured set of actions ○ Actions may start process fragments, and may invokes decisions ● BPMN: deals with “Business Processes” ○ Imperative, well structured, highly predictable workflows ○ May invokes decisions, and may invoke predictive models ● DMN: deals with “Decisions” ○ Declarative, well structured, side-effect free, decision evaluation ○ May invoke predictive analytic models ● PMML: deals with “Predictions” ○ Data driven, predictive analytic models ○ Given inputs, predicts outputs
  • 14. Trisotech.com Main Benefit  The model is the decision documentation  The model is the decision specification  The model is the decision logic  The model is the decision automation code DMN
  • 16. Trisotech.com Some DMN Patterns  Core Patterns o Q&A  Basic Patterns o Scoring o Classification/ Categorization  Advanced Pattern o Ranking/Ordered list  Other Patterns o Data Validation Patterns o Time Series Patterns • State Assessment (evaluation at a particular point in time) • Gap Assessment (vs a particular goal) HOWTOCAPTUREBUSINESSDECISIONSUSINGDMN
  • 17. Trisotech.com Q&A A model which provides an answer to a question (Not necessarily a multiple-choice question)  This is the core DMN pattern as all DMN decisions provide an answer to a question. o Each DMN decision has [optional] attributes question and allowedAnswers. o The question attribute is meant to contain a natural language question that characterizes the Decision such that the output of the decision is the answer to the question. o The allowedAnswers attribute is meant to contain a natural language description of the answers allowed for the question such as Yes/No, a list of allowed values, a range of numeric values etc COREPATTERNS
  • 20. Trisotech.com Scoring A model through which various variables are weighted and result in a score. This score subsequently forms the basis for a decision, categorization, ranking, or advice  This pattern is a frequent pattern in DMN  Often uses a Decision Table to capture the decision logic BASICPATTERNS
  • 25. Trisotech.com Classification/Categorization A model through which variables are recognized, differentiated, classified to be better understood  This pattern is most often used to verbalize classes  This pattern may use the scoring pattern as an input  Some definitions o Classification: separating based on class labels o Clustering: separating based similarities without class labels o Categorization: subsuming classes (taxonomy) o Segmentation: complete and disjunct categorization BASICPATTERNS
  • 31. Trisotech.com Ranking/Ordered list A model through which the position, or rank, of each item in a collection is determined  This pattern is more complex  This pattern requires iteration over a scored list ADVANCEDPATTERN
  • 34. DEMO: Patient discharge from surgical unit A simplified example See also http://hdl.handle.net/10589/150128
  • 35.
  • 37. Conclusion • We provided a brief introduction to Decision Management and DMN • We introduced a series of DMN patterns to capture knowledge • We demoed interoperability between tools (Red Hat – Trisotech) Matteo Mortari Principle Engineer mmortari@redhat.com Denis Gagne CEO & CTO dgagne@trisotech.com
  • 39. Trisotech.com Industry Specific Communities using DMN RESOURCES https://www.mismo.org/ https://www.bpm-plus.org
  • 40. Trisotech.com General Communities about DMN RESOURCES https://dmcommunity.org https://dmn-tck.github.io/tck/

Editor's Notes

  1. it’s enough to just sum the parameters? … allegedly it depends who you ask, for the Italian guidelines also all parameters must be >0, which in the previous “app” did not consider http://www.siaarti.it/Ricerca/Raccomandazioni-per-l%E2%80%99area-di-recupero-e-l%E2%80%99assistenza-post-anestesiologica.aspx http://www.siaarti.it/SiteAssets/Ricerca/Raccomandazioni-per-l%E2%80%99area-di-recupero-e-l%E2%80%99assistenza-post-anestesiologica/linee_guida_file_33.pdf Not medical advice. Always seek professional medical advice. The content on this repository is provided for informational purposes only and is not intended as a medical advice, or a substitute for the medical advice of a doctor/physician. The content on this repository is intended only as a methodological exercise to translate a scientific paper publication into a standardised executable DMN model.